This documentation is for Insight for Server/Data Center only.

Edit, move, or delete multiple objects at once using the bulk actions feature on search results. Print multiple labels or QR codes.

Using bulk actions

You can use the Object search screen to select a group of objects for bulk-editing, moving, or deleting.

First, create a search query that returns the objects you want to modify. Use the object picker to select some - or all - of the objects that you want to work with. Depending on what you are doing with the objects, you may have to manage references, map attributes, or provide more information about the changes.

 How to bulk edit objects...

Modify the attributes of multiple objects. The actions available that are based upon these attributes may be changed.

  1. Click Insight > Search for objects.
  2. Click Bulk >Edit.
  3. Complete each step to bulk edit the objects:
    1. Choose objects:
      1. Choose the objects that you wish to edit by clicking on the button to the left of the object. To select all of the objects on this page, click on the button at the top of the object list. To select all objects, click Select all (number of objects) objects.
      2. Click Next.
    2. Edit attributes 
      1. If needed, you can Filter the list of attributes by the attribute name.
      2. For each attribute, select an Action to modify the attribute value, or leave the field empty.
        1. Add to - add this value to the existing value of the attribute.
        2. Clear all - remove the value of this attribute.
        3. Remove - subtract this value from the existing value of the attribute.
        4. Replace by - replace the current value of this attribute with the new value.
      3. Click Next.
    3. Confirm edit
      1. You will now see a summary of the changes about to be made. This action cannot be undone. All attribute values of all objects within the current selection will be modified.
      2. Click Confirm to make the bulk edits.

 How to bulk move objects...

Move multiple objects to a selected object type.

  1. Click Insight > Search for objects.
  2. Click Bulk >Move.
  3. Complete each step to bulk move the objects:
    1. Choose objects:
      1. Choose the objects that you wish to move by clicking on the button to the left of the object. To select all of the objects on this page, click on the button at the top of the object list. To select all objects, click Select all (number of objects) objects.
      2. Click Next.
    2. Select object type
      1. Select the new object type for these objects in the drop-down list.
    3. Manage references
      1. If there are inbound references that cannot be maintained when moving to the new object type, select what to do with these references:
        1. Do not move objects with inbound references
        2. Move objects and discard incompatible inbound references
    4. Map attributes
      1. Select a destination attribute for each original attribute of the objects you are moving. 
      2. Please note that if the destination attribute is incompatible due to type, cardinality, or validation rules the attribute value will be discarded.
      3. If you select a destination attribute that has already been selected, the original source attribute will be cleared.
    5. Confirm move
      1. You will now see a summary of the changes about to be made. This action cannot be undone. All incompatible values from the attributes of these objects will be discarded.
      2. Click Confirm to confirm the bulk move.

 How to bulk delete objects...

Delete multiple objects. Deleting objects will remove them permanently. It will also remove all references to the objects. This action cannot be undone.

  1. Click Insight > Search for objects.
  2. Click BulkDelete.
  3. Complete each step to bulk delete the objects:
    1. Choose objects:
      1. Choose the objects that you wish to delete by clicking on the button to the left of the object. To select all of the objects on this page, click on the button at the top of the object list. To select all objects, click Select all (number of objects) objects.
      2. Click Next.
    2. Confirm delete
      1. You will now see a summary of the changes about to be made. Deleting objects will remove them permanently. It will also remove all references to the objects. This action cannot be undone.
      2. Click Confirm to confirm bulk delete.

You can also use the object search to print multiple QR codes or labels at once.

 How to bulk print QR codes...

Print QR codes for multiple objects at once.

  1. Click Insight > Search for objects.
  2. Click Bulk > Print QR codes.
  3. Complete each step to print QR codes for multiple objects at once:
    1. Choose objects:
      1. Choose the objects that you wish to print QR codes for by clicking on the button to the left of the object. To select all of the objects on this page, click on the button at the top of the object list. To select all objects, click Select all (number of objects) objects.
      2. Click Next.
    2. Configure QR codes:
      1. You will now see a summary of the objects that will have QR codes printed.
      2. Select the size of the QR code to be printed by clicking on the QR code size dropdown.
      3. Click Print to begin printing.

 How to bulk print labels...

Print labels for multiple objects at once.

  1. Click Insight > Search for objects.
  2. Click Bulk > Print labels.
  3. Complete each step to print labels for multiple objects at once:
    1. Choose objects:
      1. Choose the objects that you wish to print labels for by clicking on the button to the left of the object. To select all of the objects on this page, click on the button at the top of the object list. To select all objects, click Select all (number of objects) objects.
      2. Click Next.
    2. Configure label:
      1. You will now see a summary of the objects that will have labels printed, and a sample of the label appearance.
        1. Select the label template to use by selecting a label template from the Templates dropdown.
        2. Add additional attributes to the label by selecting them from the Additional Attributes section. You can Filter attributes by typing in the name of the attribute you wish to include.
      2. Click Print to begin printing.